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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,165 | $185,883-66.6% | $170,043-63.4% | $139,466-55.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 24.36% | 60.54%-36.2pp | 53.40%-29.0pp | 373.66%-349.3pp |
| Employer contribution / active EE | $16,287 | $7,596+114.4% | $6,790+139.9% | $4,754+242.6% |
| Participant deferral / active EE | $14,839 | $11,626+27.6% | $10,410+42.5% | $6,712+121.1% |
| Admin fee / account holder | $3,068 | $15,393-80.1% | $12,824-76.1% | $11,409-73.1% |